Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:
401(K) Income Limits: The Mistake Professionals Earning Over $345,000 Often Make
Many executives believe that they're maxing out their 401(k) contributions year after year. However, due to the IRS' 2024 401(a)(17) limitation of $345,000 in income and the impact it has on both...
BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment
by Sarah Sikorski, CPA, CFP®
January 16, 2024
How to Select Retiree Medical Health Benefits for BP Professionals
by Sarah Sikorski, CPA, CFP®
August 15, 2023
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
June 15, 2023
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
February 21, 2023
BP Life Insurance Benefits: Do You Need It & How Much is Enough?
by Sarah Sikorski, CPA, CFP®
February 14, 2023
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
by Sarah Sikorski, CPA, CFP®
August 31, 2022
Shell Retirement Planning: How to Invest Your Shell Benefit Payouts
by Sarah Sikorski, CPA, CFP®
August 30, 2022
How to Use Cash Reserves as an Emergency Fund for Retirement
by Sarah Sikorski, CPA, CFP®
January 26, 2022
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022
Retirement Withdrawal Strategies to Lower Taxes
by Sarah Sikorski, CPA, CFP®
December 27, 2021